Edelweiss Equity Savings Fund - Direct Plan - Growth
Mutual Fund · Hybrid Scheme - Equity Savings · As of 18 Oct 2026, 6:03 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
86/ 100
Strong
Weighted across five categories. Every point is explained below.
• 9.9 years of history
• Ten-year return of 10.5% a year is available, which few funds can show
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹30.47
As of
16 Oct 2026
Fund History Available
9.9 yrs
1Y Return (CAGR)
6.2%
Moderate
3Y Return (CAGR)
11.0%
5Y Return (CAGR)
9.2%
Annualized Volatility
4.0%
Relatively stable
Sharpe Ratio (est.)
1.00
Good risk-adj. return
Max Drawdown
-9.5%
Contained
Category
Hybrid Scheme - Equity Savings
Fund House
Edelweiss Mutual Fund
Category Peer Comparison
Scheme
1Y Return
IDBI Equity Savings Fund Growth Option Direct
—
SBI EQUITY SAVINGS FUND - Direct Plan - Growth
2.0%
DSP Equity Savings Fund - Direct Plan - Growth
1.0%
HSBC Equity Savings Fund - Direct Plan - Growth
5.9%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,91,635
Estimated Gain
₹1,91,635
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
